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Customer experience | Sales, Customer Insights,...
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Mapping a Microsoft Forms Pro Choice value to custome entity lookup field using Flow

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Hello guys, I created a Forms Pro form and hosted on my site within its Iframe.

My object is when a user submit this form a custom entity should created in Dynamics 365 CRM.

I successfully connected them following the next tutorial:


https://www.preact.co.uk/blog/converting-web-forms-to-dynamics-365-leads-with-microsoft-flow-forms

My problem is my entity holds an account lookup and it cant be directly mapped from a string incoming from Form Pro.

How it is possible map a Forms Pro element to an entity lookup value?

It fails with Bad Request - Error in query syntax message because the dynamic content contains string like "Activision", but the entity  should receive a GUID i think.

It is possible to convert the answer on the fly from account name to GUID? When I insert a GUID as an answer in Choice the entity created without any problems.

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  • Verified answer
    SergioMarques Profile Picture
    on at

    Hello!

    If I understood your challenge, you want to manipulate the form input to retrieve the record to populate the lookup, so the user only has to input the name, but in the background the link with lookup is seamless.

    This is possible to do within the Flow itself. You can add a middle step to List Records, querying by the record name. As an example:

    pastedimage1586863705790v2.png

    However, since you are not retrieving by Id, the challenge you'll have is that you have to make your Flow run through an array of records, which can always be limited to 1, depending on your query above.

    Then you can simply use the record reference in your Create action (example:)

    pastedimage1586863740764v3.png

    Hope it helps!

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